Atis
31yrs
Top 14% by experience in Indiana
About the firm
A registered investment advisory firm based in Highland, Indiana. It manages about $96.3 million for roughly 229 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$420,411
Assets under management ?$96.3 million
Individual clients229
Median years of experience19
Founded01/0
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Advisors at Atis
4Advisors
19Median years of experience
1States with offices
–Offices
Also known as
Atis, Inc. · Atis Investments
About Atis
How do I contact Atis?
Call the main office at (219) 836-2102. The main office is at 9717 Prairie Avenue, Highland, IN 46322.
How is Atis paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Atis offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Choosing other investment managers.
How many advisors work at Atis?
We list 4 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.